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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-1.3%

Jan 2 9:30 AM EST

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To: Kenneth E. Phillipps who wrote (48657)	2/9/2001 12:31:28 PM
From: Eric	of 77400

Ken I think Jubak did a good job with the article and it's pretty much what I'm thinking of as far as the various scenarios that could play out. Right now we still don't have good visibility on the economy and we won't know the bottom until after it happens for a fair amount of time. In between those times a lot of these stocks will overshoot on the downside and will become good buying opportunities sometime in the near future. So when I hear projections by either side at this point I have to say that no one knows for sure where that point will be. If anyone here hits it it would be by sheer luck! IMHO the size of the next rate cut will determine if this is to be a V bottom or a U. regards, Eric

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